Vikas Salgia is a registered investment advisor at Nuna Investments, based in Rancho Cordova, CA. Vikas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.60% |
| $1.5M - $3.0M | 1.40% |
| $3M+ | 1.20% |
Qualified clients may alternatively elect performance-based fees (25% of net profits above a 6% annual hurdle rate). Fees are subject to negotiation.
Fee Estimator
Location
Rancho Cordova, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nuna Investments
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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